Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,272
Closed -$2.29M 1676
2022
Q4
$2.29M Sell
25,272
-14,160
-36% -$1.28M 0.08% 244
2022
Q3
$3.13M Buy
39,432
+13,058
+50% +$1.04M 0.11% 187
2022
Q2
$2.49M Buy
+26,374
New +$2.49M 0.07% 270
2020
Q4
Sell
-4,400
Closed -$568K 869
2020
Q3
$568K Buy
+4,400
New +$568K 0.08% 209